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State Street SPDR S&P Biotech ETF

451 hedge funds and large institutions have $6.32B invested in State Street SPDR S&P Biotech ETF in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 139 increasing their positions, 130 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

43% more capital invested

Capital invested by funds: $4.42B → $6.32B (+$1.91B)

30.19% more ownership

Funds ownership: 114.54%144.73% (+30%)

6% more funds holding

Funds holding: 427451 (+24)

7% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 130

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

57% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $2.64B

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
9.76%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
83
Increased
139
Reduced
130
Closed
52
Calls
$1.14B
Puts
$2.64B
Net Calls
-$1.5B
Net Calls Change
-$627M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Elite Wealth Management
Washington
$719K -$95.3K -1,120 -12%
WVP
202
Worth Venture Partners
New Jersey
$705K -$17.1K -201 -3%
Two Sigma Investments
203
Two Sigma Investments
New York
$701K -$2.03M -23,841 -75%
PA
204
Pinnacle Associates
New York
$694K +$305K +3,585 +88%
AFP
205
Ausdal Financial Partners
Iowa
$688K +$647K +7,601 New
FFG
206
Fortem Financial Group
California
$680K +$22.5K +264 +4%
BO
207
Bank OZK
Arkansas
$678K +$28.1K +330 +5%
SG
208
StoneX Group
New York
$642K +$4.93K +58 +0.8%
ODG
209
O'Dell Group
Ohio
$636K +$81.3K +956 +16%
VIM
210
Vista Investment Management
Pennsylvania
$635K +$20.9K +246 +4%
AI
211
ArchPoint Investors
Florida
$634K -$4.16M -48,896 -87%
ARMC
212
American Research & Management Company
Massachusetts
$615K -$5.1K -60 -0.9%
Wolverine Trading
213
Wolverine Trading
Illinois
$613K -$7.64M -89,831 -93%
MIM
214
Miller Investment Management
Pennsylvania
$613K -$288K -3,388 -33%
MC
215
Miles Capital
Iowa
$608K -$25.3K -297 -4%
FWM
216
Frontier Wealth Management
Missouri
$607K +$1.62K +19 +0.3%
CAL
217
Capital Analysts LLC
Pennsylvania
$602K +$140K +1,650 +33%
Zurich Cantonal Bank
218
Zurich Cantonal Bank
Switzerland
$601K +$76.6K +900 +16%
FPGK
219
Financial Partners Group (Kansas)
Kansas
$600K
P
220
&Partners
Tennessee
$599K +$5.1K +60 +0.9%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$597K -$377K -4,428 -50%
BEAM
222
Baker Ellis Asset Management
Washington
$589K -$4.25K -50 -0.8%
APA
223
American Portfolios Advisors
New York
$588K +$50.6K +595 +10%
FHA
224
Flagship Harbor Advisors
Massachusetts
$570K +$28K +329 +6%
OAM
225
Oppenheimer Asset Management
New York
$569K -$34.9K -410 -6%

XBI Hedge Fund Activity: Q1 2019 in Review

451 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2019, worth a combined $6.32B — up 43% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new XBI positions and 52 closed out — a net gain of 31 holders — while 139 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $371M. The largest seller was Wells Fargo, cutting an estimated $105M.

  • 451 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2019, up from 427 in Q4 2018.
  • Funds reported $6.32B of State Street SPDR S&P Biotech ETF stock for Q1 2019, up 43% quarter-over-quarter.
  • 83 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2019 and 52 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2019 was Morgan Stanley, an estimated $371M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2019 was Wells Fargo, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2019.